Relationship Manager - Credit Union Solutions

Fiserv
New Jersey, New York
Workplace: RemoteFull timeUSD 71,400 - 151,900 annuallyFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Relationship management","Client proposals","Cross-functional coordination","Client satisfaction","Retention and growth"]

Lead and grow a portfolio of large credit union client relationships by aligning client goals with Fiserv capabilities. Work with senior client stakeholders and internal business unit leaders to strengthen satisfaction, retention, and revenue growth. Build annual account plans, coordinate resources to resolve issues, support service agreement renewals, and identify expansion opportunities. Monitor client experience and drive product adoption through engagement activities and measurable proposals for additional solutions.

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Fiserv
Fiserv
1 day ago

Relationship Manager - Credit Union Solutions

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Job Summary

Lead and grow a portfolio of large credit union client relationships by aligning client goals with Fiserv capabilities. Work with senior client stakeholders and internal business unit leaders to strengthen satisfaction, retention, and revenue growth. Build annual account plans, coordinate resources to resolve issues, support service agreement renewals, and identify expansion opportunities. Monitor client experience and drive product adoption through engagement activities and measurable proposals for additional solutions.
Location: New Jersey, New York
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Establish and maintain relationships with senior executives and decision-makers across assigned credit union client organizations.
  • •Assess client objectives, operational priorities, and growth opportunities to position Fiserv solutions to address needs.
  • •Build and maintain annual account plans with measurable actions for client success.
  • •Coordinate resources with business unit and corporate leaders to resolve issues and advance strategic client initiatives.
  • •Drive retention and growth by supporting service agreement renewals, identifying expansion opportunities, and developing proposals for additional products and services.
Travel: High travel

Pay and Benefits

Salary: USD 71,400 - 151,900 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kTuition AssistancePaid Parental

Key Requirements

  • •5+ years of experience in relationship management, account management, or business development in banking, credit unions, or financial services.
  • •5+ years working with large, complex financial institutions to align solutions with business, operational, and strategic objectives.
  • •5+ years developing account plans, managing renewals, and driving revenue growth through consultative client engagement.
  • •Ability to build executive-level relationships, create formal client proposals, and coordinate cross-functional resources to deliver measurable outcomes.
  • •Bachelor’s degree or an equivalent combination of education, work, and/or military experience.
Experience:5+ yearsBankingCredit unionsFinancial servicesFinancial services software
Education:Bachelor's
Skills:Relationship managementClient proposalsCross-functional coordinationClient satisfactionRetention and growth

Eligibility

Visa:F-1H-1BH-2TN
Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Fiserv
Provides payments, processing services, risk management, and core banking technology to financial institutions, merchants, and businesses worldwide, enabling digital payments, account processing, and financial services integration.
Industry: Fintech Infrastructure
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Brookfield, United States
Founded: 1984
WebsiteLinkedIn